Abbot Downing Performance Analyst 2

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Abbot Downing serves families and individuals, as well as endowments and foundations, to help preserve and grow assets while building legacies across generations. We go beyond traditional financial planning and asset management services to help clients address the financial, social and personal dimensions of wealth.

Abbot Downing's 300 professionals serve clients in all 50 states. Our service model gives clients the attentiveness of a boutique firm complemented by the robust services of one of the strongest, most respected financial institutions in the world.

The Performance Analyst role is a member of the Performance Reporting team, a central team within Abbot Downing Support Services, dedicated to provide client investment performance reporting solutions serving Abbot Downing Investment teams nationally.

Responsibilities include with some direction from more experienced Performance Analysts and/or Manager, collecting data and analyzing investment performance results for use in developing reports for clients, family offices, consultants and internal management. Verify accuracy of all portfolio and benchmark performance results and monitor performance trends. Identify performance issues and resolve veers quickly following performance guidelines in adherence to risk and compliance rules. Respond to client requests and conduct research as required to satisfy inquiries. May perform special projects as well as provide support to larger strategic initiatives directed by manager. Typically has less frequent contact with clients.

Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.